Pinnacle Wealth Planning Services’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,214
| Closed | -$210K | – | 545 |
|
|
2024
Q1 | $210K | Buy |
+4,214
| New | +$210K | 0.03% | 413 |
|
|
2022
Q4 | – | Sell |
-7,975
| Closed | -$300K | – | 481 |
|
|
2022
Q3 | $300K | Buy |
7,975
+137
| +2% | +$5.15K | 0.06% | 237 |
|
|
2022
Q2 | $268K | Buy |
7,838
+1,718
| +28% | +$58.7K | 0.05% | 271 |
|
|
2022
Q1 | $238K | Buy |
+6,120
| New | +$238K | 0.04% | 326 |
|
|
2021
Q1 | – | Sell |
-131
| Closed | -$1K | – | 1681 |
|
|
2020
Q4 | $1K | Buy |
+131
| New | +$1K | ﹤0.01% | 2169 |
|